Shah Wealth Advisors
Shah Wealth Advisors is an SEC-registered wealth manager in Chino Hills, CA with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Shah Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340644, SEC 801-135572, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-04-02)
- Firm type
- Wealth Manager
- Location
- Chino Hills, CA
- Employees
- 8
- CRD
- 340644
- Ownership
- Shah, Nihar, S; SHAH, SIDDHARTH, PRAVIN; KIM, KEVIN, MIN; NIHAR SHAH IRREVOCABLE TRUST DTD 12/19/2025; WOODARD, KEVIN, SEAN
How much AUM does Shah Wealth Advisors have?
Shah Wealth Advisors reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Shah Wealth Advisors?
Disclosed owners and executives of Shah Wealth Advisors include Shah, Nihar, S, SHAH, SIDDHARTH, PRAVIN, KIM, KEVIN, MIN, NIHAR SHAH IRREVOCABLE TRUST DTD 12/19/2025, WOODARD, KEVIN, SEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.